Institutional & Family Asset Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $277K | Buy |
3,811
+262
| +7% | +$19K | 0.04% | 134 |
|
|
2024
Q1 | $273K | Sell |
3,549
-33
| -0.9% | -$2.54K | 0.04% | 131 |
|
|
2023
Q4 | $221K | Sell |
3,582
-47
| -1% | -$2.89K | 0.04% | 139 |
|
|
2023
Q3 | $167K | Hold |
3,629
| – | – | 0.03% | 148 |
|
|
2023
Q2 | $157K | Sell |
3,629
-82
| -2% | -$3.54K | 0.03% | 154 |
|
|
2023
Q1 | $118K | Sell |
3,711
-74
| -2% | -$2.35K | 0.02% | 159 |
|
|
2022
Q4 | $93.6K | Hold |
3,785
| – | – | 0.02% | 174 |
|
|
2022
Q3 | $100K | Hold |
3,785
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $77K | Sell |
3,785
-376
| -9% | -$7.65K | 0.01% | 189 |
|
|
2022
Q1 | $148K | Sell |
4,161
-1,010
| -20% | -$35.9K | 0.02% | 164 |
|
|
2021
Q4 | $217K | Sell |
5,171
-1,890
| -27% | -$79.3K | 0.03% | 154 |
|
|
2021
Q3 | $316K | Sell |
7,061
-1,707
| -19% | -$76.4K | 0.05% | 145 |
|
|
2021
Q2 | $439K | Buy |
8,768
+1,907
| +28% | +$95.5K | 0.07% | 123 |
|
|
2021
Q1 | $374K | Sell |
6,861
-790
| -10% | -$43.1K | 0.07% | 140 |
|
|
2020
Q4 | $390K | Buy |
7,651
+1,464
| +24% | +$74.6K | 0.08% | 130 |
|
|
2020
Q3 | $226K | Sell |
6,187
-200
| -3% | -$7.31K | 0.05% | 152 |
|
|
2020
Q2 | $199K | Sell |
6,387
-1,941
| -23% | -$60.5K | 0.04% | 173 |
|
|
2020
Q1 | $233K | Buy |
8,328
+692
| +9% | +$19.4K | 0.05% | 134 |
|
|
2019
Q4 | $227K | Buy |
7,636
+7,142
| +1,446% | +$212K | 0.05% | 153 |
|
|
2019
Q3 | $15K | Buy |
494
+83
| +20% | +$2.52K | ﹤0.01% | 430 |
|
|
2019
Q2 | $19K | Buy |
+411
| New | +$19K | ﹤0.01% | 430 |
|